Voted Most Likely: To accept the challenge
Superpower: Her insatiable curiosity
Kareen is proud to lead a diverse group of finance professionals at Zelos Capital. She oversees the firm’s strategic direction, leads the firm’s wealth and portfolio management, and serves Zelos wealth management clients. In addition, Kareen frequently serves on institutional investment committees and boards, such as the $18 billion Colleges of Applied Arts and Technology (CAAT) Pension Plan, where she is Co-Chair of the Investment Committee and a member of the Board of Trustees. She previously served the $18 billion Alberta Teachers Retirement Fund (ATRF) as Chair of the Audit & Finance Committee, member of the Investment Committee, and member of the Human Resources & Compensation Committee, among other Governance and Advisory roles such as the Canadian Advocacy Council of the CFA Society of Canada.
When people meet with Kareen they frequently remark that her passion for investing is palpable. She is a self-described life-learner, and can frequently be found completely immersed in a new topic of interest. Outside the office, Kareen enjoys outdoor adventure and served the Calgary Search and Rescue Association as a ground search volunteer for the past 12 years. Kareen loves exploring new cultures around the world and cherishes spending time with her young family.
Kareen is a Chartered Professional Accountant, a CFA® charterholder, a Certified Financial Planner, and holds an ICD.D designation from the Institute of Corporate Directors. She also has a bachelor’s degree in Accounting from the Haskayne School of Business at the University of Calgary.
Voted Most Likely: To find enlightenment
Superpower: His steadfast patience
Gilbert leads the Corporate Advisory practice of Zelos while staying active with his Private Wealth clients. He has a unique ability to see new possibilities for entrepreneurs and is dedicated to helping them meet their objectives. When people meet Gilbert, they often walk away feeling calmer and more focused.
When not in the office, Gilbert can be found spending time with his young family, at the gym, and volunteering in his community. Gilbert has a number of incredible accomplishments beneath his understated demeanor; he currently sits on the Board of Directors on Alberta Women Entrepreneurs and is a part of their budget and audit, governance, and ownership linkage committees, he’s earned a blackbelt in Hapkido, and he has fundraised and built a school in Guatemala with his wife, Doreen.
Prior to co-founding Zelos, Gilbert worked for several top-tier financial institutions in both investment banking and equity research roles. Gilbert holds a Chartered Investment Manager (CIM®) designation. He also earned a bachelor’s degree in Finance and Risk & Insurance from the Haskayne School of Business at the University of Calgary. Gilbert is currently pursuing his CFA designation and is a CFA Level III candidate.
Voted Most Likely: To find the answer
Superpower: Her precision and disciplined productivity
Karen is known for her thorough and articulate work style and her specialized knowledge of financial services firms. She oversees finance, financial reporting, and compliance for Zelos and its related entities, as well as advisory clients.
Karen enjoys a variety of sports and is the office athletics champion. We think her superpowers came from surviving a category five hurricane while living in the Cayman Islands prior to her move to Calgary in 2006. She has also worked in British Columbia and Saskatchewan. Karen also enjoys music, baking, and spending time with her family.
Karen is a Chartered Professional Accountant, CA, and completed her bachelor’s degree (with honours) in Accounting from the University of Saskatchewan. She has successfully passed the Chief Compliance Officer’s exam and is working toward registered status.
Voted Most Likely: To take the road less travelled
Superpower: Multidimensional perspectives
Michel recently joined the Zelos team, bringing two decades of experience providing exceptional service to high net worth and corporate clients through varied roles. Michel combines his broad experience, business acumen and finance education to provide incredibly insightful perspectives on investing. Michel adds value to Zelos clients with his unique ability to synthesize large amounts of data, seamlessly blending qualitative and quantitative factors in his analysis.
Michel has recently completed a Bachelor of Business Administration, double majoring in Accounting and Finance with a Financial Analysis concentration at Mount Royal University.
Michel previously built an impressive career in the hospitality industry, spending the past 20 years working in Ontario and Alberta with notable companies like Fairmont Hotels & Resorts and Hy’s. In addition, Michel led a strong team of students as the Senior Strategist and Speaker for the Mount Royal University Student Investment Fund during his last two years at university, where he was able to develop strong equity research and leadership skills.
In his leisure time you can find Michel hiking in the mountains, staying active outdoors or studying for the CFA level 1 exam.
Voted Most Likely: To support you every step of the way
Superpower: Her dedication and enthusiasm
Sundus leads the administrative tasks relating to Zelos’ clients and its community. She performs the onboarding procedures and diligently handles all client service requests. She supports the team in an incredible breadth of roles with a smile on her face.
Prior to moving to Canada in 2018, Sundus lived in Saudi Arabia and Jordan, and speaks and writes fluent Arabic and English. She has a bachelor’s degree in Environmental Geology from the University of Jordan and later on pursued office management programs from the same university and through Calgary Immigrant Women’s Association bridging programs. She also took continuing education courses in Accounting from Bow Valley College and SAIT. Sundus aims to get a certification in financial planning (CFP).
Sundus is also a badminton champion! She has an active lifestyle and enjoys working out and doing outdoor activities with her young family when she’s not in the office.
Voted Most Likely: To find a way
Superpower: Her unwavering will and determination
Margaret Nicole has been in the banking and finance industry for more than 10 years. Her core role is ensuring the firm is compliant with its policies and investment industry regulations through research and process improvements. She never leaves a task undone and she works on things in a multidimensional view, making sure all angles are done competently.
Margaret Nicole worked at the largest bank in the Philippines and a leading exchange company in the UAE before moving to Canada. She has extensive experience in dealing with different market segments that strengthened her analytical and critical thinking skills. She also has a master’s degree in Business Administration that fundamentally equipped her with the many aspects of the business and ways to enrich it. She is currently working towards the Chief Compliance Officers exam.
Margaret Nicole is known for being determined in reaching her goals. She makes sure all her steps whether big or small are leading her to her desired destination. On her rest day, you will find her sipping a drink while watching a series at home.